Core Viewpoint - Mankalon (300945.SZ) is collaborating with the popular IP "Grave Robbers' Chronicles" to launch a limited edition series, which includes commemorative gold coins and DIY transport beads, aimed at engaging with the younger cultural demographic and expanding brand narrative boundaries [1] Group 1 - The collaboration with "Grave Robbers' Chronicles" is part of Mankalon's strategy to build a diverse IP ecosystem that enriches brand connotation [1] - The company plans to continue selecting high-quality IPs for future collaborations, aiming to provide consumers with jewelry pieces that hold emotional value and collectible significance [1]

Core Viewpoint - Mankalon (300945.SZ) is collaborating with the popular IP "Grave Robbers' Chronicles" to launch a limited edition series, which includes commemorative gold coins and DIY transport beads, aimed at engaging with the younger cultural demographic and expanding brand narrative boundaries [1] Group 1 - The collaboration with "Grave Robbers' Chronicles" is part of Mankalon's strategy to build a diverse IP ecosystem that enriches brand connotation [1] - The company plans to continue selecting high-quality IPs for future collaborations, aiming to provide consumers with jewelry pieces that hold emotional value and collectible significance [1]

Core Viewpoint - The A-share market for gold-related stocks experienced a significant decline, with major stocks dropping sharply following a sudden crash in gold and silver prices, indicating a potential reversal in the market trend [1][2]. Group 1: Market Performance - On January 30, gold concept stocks collectively fell, with notable declines including Xiaocheng Technology down nearly 18%, Feinan Resources down over 15%, and Mankalon down over 14% [1]. - Several other stocks, including Cuihua Jewelry, Yuguang Jin铝, and Shengda Resources, hit the 10% daily limit down [1]. Group 2: Price Fluctuations - Overnight, gold prices plummeted from nearly $5,600 to around $5,100, while silver prices dropped from $121 to below $107 [1]. - Analysts suggest that this rapid and significant correction in gold and silver prices may indicate that the prices have reached recent highs, with implications for future market movements [1]. Group 3: Stock Data Summary - Xiaocheng Technology: -17.97% with a market cap of 19 billion and a year-to-date increase of 128% [2]. - Feinan Resources: -15.23% with a market cap of 11.6 billion and a year-to-date increase of 31.93% [2]. - Mankalon: -14.47% with a market cap of 5.205 billion and a year-to-date increase of 22.90% [2]. - Other notable declines include Diah Shares (-10.56%), Cuihua Jewelry (-10.02%), and Yuguang Jin铝 (-10.00%) [2].

Group 1 - The cultivated diamond sector is experiencing a downturn, with Huanghe Xuanfeng hitting the daily limit down [1] - Companies such as Mankalon, Power Diamond, Huifeng Diamond, Jingsheng Mechanical Electric, Sifangda, and Chuanjiang New Materials are also seeing declines [1]

Group 1 - The core viewpoint of the news is that the A-share market's gold concept stocks experienced a significant decline, with major stocks like Xiaocheng Technology dropping nearly 18% and Feinan Resources over 15% [1] - The overnight prices of gold and silver saw a sharp drop, with spot gold falling from nearly $5,600 to around $5,100, and spot silver dropping from $121 to below $107 [1] - Analysts suggest that this rapid and substantial correction in gold and silver prices may indicate that the prices have reached recent highs, with implications for future market movements [1] Group 2 - Xiaocheng Technology's stock fell by 17.97%, with a total market value of 19 billion [2] - Feinan Resources experienced a decline of 15.23%, with a market capitalization of 11.6 billion [2] - Mankalon's stock decreased by 14.47%, with a market value of 5.205 billion [2] - Other notable declines include Diah Shares down 10.56% and Zuzhubao down 10.02%, with respective market values of 14.2 billion and 3.289 billion [2] - The overall trend shows that multiple gold and silver-related stocks are facing significant downward pressure, with many hitting the 10% limit down [1][2]

Market Overview - The jewelry sector experienced a decline of 1.39% on January 29, with Cuihua Jewelry leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Individual Stock Performance - China Gold (600916) saw a significant increase of 10.02%, closing at 13.50 with a trading volume of 482,700 shares and a turnover of 652 million yuan [1] - Diya Shares (301177) rose by 2.66%, closing at 39.79 with a trading volume of 156,900 shares and a turnover of 647 million yuan [1] - Other notable declines included: - Happiness Jewelry (002731) down 10.03% [2] - Chao Hong Ji (002345) down 9.79% [2] - ST Xin Hua Jin (600735) down 4.99% [2] Capital Flow Analysis - The jewelry sector saw a net outflow of 419 million yuan from institutional investors, while retail investors had a net inflow of 448 million yuan [2] - The capital flow for individual stocks showed: - China Gold had a net inflow of 182 million yuan from institutional investors [3] - ST Xin Hua Jin experienced a significant net outflow of 31.94 million yuan from institutional investors [3] - Retail investors contributed a net inflow of 4.87 million yuan to Cai Zi Shares (6655299) [3]

1月29日早盘，A股黄金概念股开盘上涨，随后集体跳水，截至10:05，同花顺黄金概念板块下跌0.42%，其中，黄金连锁零售商跌幅居前，萃华珠宝跌停， 潮宏基跌超9%，曼卡龙跌超5%，周大生跌超4%，明牌珠宝、老凤祥、莱绅通灵等跌超3%。 | 图片来源：同花顺 | | --- | 港股方面，山东黄金早盘一度涨超6%，涨幅现已回调至0.78%。此外，招金矿业、中国黄金国际现已跌超2%。 | | | 黄金概念 1 4661.88 -0.42% | | | | --- | --- | --- | --- | --- | | 成分股 | 墓金 | 资金 | 新闻 | 简况(F10) | | 11 | | | | | | 名称/代码 | | | 最新 ◆ | 涨幅 ◆ 5 F | | 萃华珠宝 | | | 14.27 -10.03% | + | | 002731 | | | | | | 黄金连锁零售商 | | | | | | 潮宏基 | | | 13.39 | -9.59% t | | 002345 | | | | | | 黄金连锁零售商 | | | | | | 曼卡龙 | | | 23.33 | -5.55% +3 | ...

Group 1 - The core point of the news is that Mankalon's stock price dropped by 7.98% to 22.73 CNY per share, with a trading volume of 902 million CNY and a turnover rate of 14.90%, resulting in a total market capitalization of 5.957 billion CNY [1] - Mankalon Jewelry Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on December 3, 2009. The company went public on February 10, 2021, and its main business involves retail chain sales of jewelry, with 99.91% of revenue coming from product sales and 0.09% from other sources [1] Group 2 - Silver Hua Fund has a significant stake in Mankalon, with its Silver Hua Fuli Selected Mixed A Fund (009542) increasing its holdings by 2.6505 million shares in the third quarter, totaling 4.3408 million shares, which represents 1.82% of the circulating shares. The estimated floating loss today is approximately 8.5514 million CNY [2] - The Silver Hua Fuli Selected Mixed A Fund was established on August 13, 2020, with a current size of 1.344 billion CNY. Year-to-date returns are 8.39%, ranking 3407 out of 8866, while the one-year return is 7.84%, ranking 6817 out of 8126. Since inception, the fund has experienced a loss of 37.24% [2] - The fund manager, Jiao Wei, has a tenure of 14 years and 45 days, managing assets totaling 10.99 billion CNY, with the best fund return during his tenure being 106.46% and the worst being -45.89%. The other manager, Qin Feng, has a tenure of 8 years and 126 days, managing 1.46 billion CNY, with the best return of 34.05% and the worst of -38.47% [2] Group 3 - In the fourth quarter, the Silver Hua Fuli Selected Mixed A Fund reduced its holdings in Mankalon by 761,400 shares, bringing the total to 3.5794 million shares, which accounts for 4.29% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 7.0514 million CNY [3]

证券日报网讯 1月28日，曼卡龙发布公告称，公司股票交易连续3个交易日内（2026年1月26日、2026年 1月27日、2026年1月28日）日收盘价格涨幅偏离值累计达到30%。公司股票交易属于异常波动的情况。 公司前期披露的信息不存在需要更正、补充之处；公司未发现近期公共传媒报道与公司相关且市场关注 度较高的信息。 （编辑 姚尧） ...

Group 1 - The jewelry sector experienced a significant increase of 9.24% on January 28, with Di'A Co. leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Key stocks in the jewelry sector showed notable price increases, with Di'A Co. rising by 20.00% to a closing price of 38.76, and Mankalon increasing by 19.96% to 24.70 [1] Group 2 - The jewelry sector saw a net inflow of 744 million yuan from institutional investors, while retail investors experienced a net outflow of 596 million yuan [2] - The trading volume for Di'A Co. was 117,500 shares, with a total transaction value of 424 million yuan [1] - The top performers in terms of net inflow included Jin Yi Culture with 203 million yuan and Cai Zi Co. with 149 million yuan [3]